Unannounced, but rumored customers include Comcast and Shaw Communications. The only cable IP infrastructure element Cisco lacks is a PCMM policy server. The technology is the lynchpin for implementing dynamic quality of service on both the DOCSIS IP and PacketCable communications networks. The PCMM policy server plays a particularly important role in PacketCable Release 2, which brings SIP and IMS into the cable environment. Strategically, Cisco will not want to rely on a third-party supplier for this key functionality. Time for them to snap-up Camiant and end the suspense.
Innovation factor: 8 (out of 10)
Likely Acquirers: Cisco Systems
Handicap: 3-2 odds on Arris